See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,212 | $133,958-29.7% | $112,228-16.1% | $134,475-29.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.49% | 47.11%-61.6pp | 27.45%-41.9pp | 417.96%-432.5pp |
| Employer contribution / active EE | $10,232 | $4,038+153.4% | $3,635+181.5% | $4,740+115.9% |
| Participant deferral / active EE | $29,580 | $5,291+459.1% | $4,728+525.6% | $6,400+362.2% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |